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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Patrick Peluso is a financial advisor with Wells Fargo Advisors Financial Network, LLC. John has been in the financial services industry since December 1993. Prior to joining Wells Fargo Advisors, John was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Quick & Reilly, Inc., BNY Investment Center Inc., Essex National Securities, Inc., Seligman Advisors, Inc., Josephthal Lyon & Ross Incorporated, and Hibbard Brown & Co., Inc. John is registered to provide investment advice and securities products in Arizona, California, Connecticut, District of Columbia, Florida, Maryland, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. John holds the Series 7, 24, 26, 63 and 65 securities licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
07/16/2019 - Present
Wells Fargo Advisors Financial Network, LLC (MELVILLE NY)
NY
10/23/2009 - 07/05/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MELVILLE NY)
NY
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MELVILLE NY)
NY
07/12/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
08/05/2003 - 07/07/2004
BNY INVESTMENT CENTER INC. (NEW YORK NY)
CA
06/02/1999 - 08/04/2003
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
MA
05/11/1995 - 11/10/1997
SELIGMAN ADVISORS, INC. (BOSTON MA)
NY
03/30/1992 - 01/05/1995
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NY
05/02/1991 - 07/11/1991
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 07/30/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2011
Series 24 - General Securities Principal Examination
BC
Issued 12/03/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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